Geller Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.37M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $3.37M | Sell |
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|
2023
Q4 | $3.86M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $926K | Buy |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $692K | Buy |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $763K | Hold |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $227K | Buy |
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